+2,883.5%
GE vs SYY
+4,458.5%
-1,575.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.6% |
| 7D | -1.6% | -2.3% | +0.7% | -0.6% |
| 30D | -11.6% | -4.9% | -6.6% | -9.6% |
| 3M | +3.0% | +8.4% | -5.4% | -0.8% |
| 6M | -0.5% | -7.4% | +6.8% | +2.0% |
| YTD | +9.7% | +11.0% | -1.2% | +3.5% |
| 1Y | +20.0% | -0.2% | +20.3% | +18.2% |
| 3Y | +275.8% | +23.8% | +252.1% | +230.5% |
| 5Y | +429.1% | +18.1% | +410.9% | +372.6% |
| 10Y | +151.2% | +94.6% | +56.6% | +71.2% |
| All | +2,883.5% | +4,458.5% | -1,575.0% | +520.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling